# OpenATS help center

> Guides and answers for OpenATS, the open-source applicant tracking system and recruiting CRM.
> Every article is also available as Markdown: add `.md` to its address.

## Getting started

Create a workspace, find your way around, and get your first role and inbox set up.

- [How to create an OpenATS workspace](https://openats.ai/docs/getting-started/create-a-workspace.md): Sign up for OpenATS as a company or a recruiting agency, and what your new workspace starts with.
- [Setting up your workspace](https://openats.ai/docs/getting-started/set-up-your-workspace.md): The OpenATS setup steps after sign-up: who you hire for, departments or clients, your team, your sources and your pipeline.
- [Finding your way around OpenATS](https://openats.ai/docs/getting-started/find-your-way-around.md): What each part of the OpenATS sidebar is for, the dashboard, and the keyboard shortcuts.
- [Signing in, passwords and signing out](https://openats.ai/docs/getting-started/sign-in-and-out.md): How to sign in to OpenATS, with a password or Google, use two-step verification, change your password, choose between workspaces, and sign out.

## Roles & pipeline

Opening roles, the careers page, stages, interviews, scorecards, offers and client share links.

- [How to open a role](https://openats.ai/docs/roles-and-pipeline/open-a-role.md): Create a job posting in OpenATS, publish it to your careers page, and close or reopen it.
- [Your careers page and applications](https://openats.ai/docs/roles-and-pipeline/careers-page-and-applications.md): Where your OpenATS careers page lives, what the apply form asks, and what candidates see after applying.
- [The pipeline: stages, moving and archiving candidates](https://openats.ai/docs/roles-and-pipeline/pipeline-and-stages.md): How the OpenATS pipeline is laid out, how to move candidates between stages, archive or hire them, and change your stages.
- [Scheduling interviews and leaving scorecards](https://openats.ai/docs/roles-and-pipeline/interviews-and-scorecards.md): Schedule an interview or send a self-scheduling link, then collect scorecards from the panel in OpenATS.
- [Offers and requisitions](https://openats.ai/docs/roles-and-pipeline/offers-and-requisitions.md): Draft and send an offer for the candidate to sign, and track headcount with requisitions in OpenATS.
- [Sharing progress with a client or hiring manager](https://openats.ai/docs/roles-and-pipeline/share-with-a-client.md): Send a read-only OpenATS link that shows a role’s pipeline, or present one candidate, without giving anyone an account.

## Candidates

Profiles, adding people, duplicates, tags, notes and tasks: everything about one person.

- [The candidate profile](https://openats.ai/docs/candidates/candidate-profile.md): What’s on a candidate’s OpenATS profile, and how one person can be on several roles at once.
- [How to add a candidate](https://openats.ai/docs/candidates/add-a-candidate.md): Add someone to OpenATS by hand, and how OpenATS avoids creating the same person twice.
- [Finding and merging duplicates](https://openats.ai/docs/candidates/duplicates-and-merging.md): Review the people OpenATS thinks might be the same person, and merge or dismiss each pair.
- [Tags and tag rules](https://openats.ai/docs/candidates/tags-and-tag-rules.md): Tag candidates by hand, give a role its own tags, and add or remove tags automatically with rules.
- [Notes, mentions, tasks and snoozing](https://openats.ai/docs/candidates/notes-tasks-and-snooze.md): Write notes and tag teammates, set follow-up tasks, and snooze a candidate until later in OpenATS.
- [Resumes and what OpenATS reads from them](https://openats.ai/docs/candidates/resumes.md): How OpenATS reads resumes, including scanned ones, and fills in a candidate’s profile from them.

## Search & AI

Finding people with AI search, asking across transcripts and notes, and what the AI features do and never do.

- [How to search for candidates](https://openats.ai/docs/search-and-ai/search-for-candidates.md): Search everyone in your OpenATS workspace by description, similarity, job description or Boolean, and narrow it with filters.
- [Asking questions across transcripts, resumes and notes](https://openats.ai/docs/search-and-ai/ask.md): Ask a question in OpenATS and get an answer drawn from every transcript, resume and note, with the candidates it came from cited.
- [Candidate match and evaluations](https://openats.ai/docs/search-and-ai/candidate-match.md): How OpenATS scores candidates against a role’s criteria, what the match column means, and why it’s advisory only.
- [Scout, the OpenATS assistant](https://openats.ai/docs/search-and-ai/scout.md): What Scout does in OpenATS Cloud, where it talks to you, what it will never do, and how to pause it.
- [AI safeguards and daily limits](https://openats.ai/docs/search-and-ai/ai-safeguards-and-limits.md): What OpenATS’s AI never considers, how it treats sensitive and untrusted text, and how the daily AI allowance works.

## Email & sequences

Emailing candidates from OpenATS, templates, automatic emails and outreach sequences.

- [How to email a candidate](https://openats.ai/docs/email-and-sequences/email-a-candidate.md): Write, schedule and follow emails with a candidate from their OpenATS profile.
- [Email templates and merge tokens](https://openats.ai/docs/email-and-sequences/templates-and-merge-tokens.md): Write reusable OpenATS email templates with merge tokens for a candidate’s name, the role and more.
- [Automatic emails and approvals](https://openats.ai/docs/email-and-sequences/automatic-emails.md): Set up OpenATS’s automatic application, interview and rejection emails, and approve them before they send.
- [How to set up an outreach sequence](https://openats.ai/docs/email-and-sequences/sequences.md): Create an OpenATS sequence of outreach emails and tasks, set its sending schedule, enroll people, and see what stops it.
- [How to send a newsletter of open roles](https://openats.ai/docs/email-and-sequences/newsletters.md): Write an OpenATS newsletter of your open roles for the candidates who opted in, and send it now, schedule it, or repeat it every week or month.
- [Sending limits and inbox warm-up](https://openats.ai/docs/email-and-sequences/sending-limits.md): How OpenATS paces sequence emails from each inbox to protect your sending reputation, and how to set your daily ceiling.

## Integrations

Gmail, calendars, Slack, meeting notetakers, Google Drive and the API.

- [How to connect Gmail](https://openats.ai/docs/integrations/connect-gmail.md): Connect your Gmail or Google Workspace inbox so OpenATS recovers your candidate conversations and keeps new replies attached.
- [Google Calendar and interview invites](https://openats.ai/docs/integrations/google-calendar.md): How interviews scheduled in OpenATS reach your Google Calendar and your candidates’ calendars.
- [Slack](https://openats.ai/docs/integrations/slack.md): Connect Slack to OpenATS Cloud: link channels for OpenATS to learn from, and get Scout’s items and answers in direct messages.
- [Meeting notetakers and transcripts](https://openats.ai/docs/integrations/meeting-notetakers-and-transcripts.md): Connect the notetaker your team records with, and how OpenATS attaches each transcript to the right interview.
- [Google Drive](https://openats.ai/docs/integrations/google-drive.md): Turn Google Docs, Sheets and PDFs into candidate notes and role briefs in OpenATS.
- [The API and webhooks](https://openats.ai/docs/integrations/api-and-webhooks.md): Create an OpenATS API key, and send signed webhooks to your own tools when things happen.

## The OpenATS Extension

The Chrome side panel for adding people from LinkedIn and Juicebox.

- [Installing the OpenATS Extension](https://openats.ai/docs/openats-extension/install-and-sign-in.md): Get the OpenATS Extension for Chrome or Brave, sign in as yourself, and choose where the people you add go.
- [Adding people from LinkedIn](https://openats.ai/docs/openats-extension/add-from-linkedin.md): Use the OpenATS Extension’s side panel on a LinkedIn profile to check someone, add them with their work history, and attach their resume.
- [Adding people from Juicebox](https://openats.ai/docs/openats-extension/add-from-juicebox.md): See who’s already in OpenATS on a Juicebox search or shortlist, add one person in a click, or add a whole shortlist at once.
- [What the “In OpenATS” and “Emailed” badges mean](https://openats.ai/docs/openats-extension/badges.md): Read the OpenATS Extension’s badges: whether someone is in OpenATS, their stage, and whether your team has emailed them.

## Imports

Bringing your history from another ATS, a spreadsheet or Juicebox.

- [How to import from another ATS](https://openats.ai/docs/imports/import-from-another-ats.md): Bring your candidates, roles and history into OpenATS from Lever, Greenhouse, Ashby and other ATSs, with a stage-mapping review first.
- [How to import candidates from a CSV](https://openats.ai/docs/imports/import-a-csv.md): Add a list of people to OpenATS from a spreadsheet, and how existing people are matched and filled in.
- [How to import leads from Juicebox](https://openats.ai/docs/imports/import-from-juicebox.md): Upload a Juicebox CSV export to OpenATS as leads on a role, with Juicebox’s status and sequence kept as tags.
- [Moving between self-hosted OpenATS and OpenATS Cloud](https://openats.ai/docs/imports/move-to-openats-cloud.md): Export a whole OpenATS workspace and move it between a self-hosted install and OpenATS Cloud.

## Team & permissions

Inviting teammates, what each role can see and do, and confidential roles.

- [Roles and what each can do](https://openats.ai/docs/team-and-permissions/roles-and-access.md): The six OpenATS roles, from Super admin to Interviewer, and what each one can see and change.
- [How to invite teammates](https://openats.ai/docs/team-and-permissions/invite-teammates.md): Add people to your OpenATS workspace, change their role, and archive or restore an account.
- [Confidential roles](https://openats.ai/docs/team-and-permissions/confidential-roles.md): Keep a role and its candidates visible only to the people on it, its leads and admins.
- [Hiring managers, interviewers and clients](https://openats.ai/docs/team-and-permissions/hiring-managers-interviewers-and-clients.md): How to give hiring managers and interviewers the right access in OpenATS, and how clients follow a search without an account.

## Privacy & data

Consent, candidates’ requests for their data, deletion, retention and exports.

- [What OpenATS stores, and from where](https://openats.ai/docs/privacy-and-data/what-openats-stores.md): The data OpenATS Cloud keeps for your workspace, what it reads from Gmail, Google Calendar, Slack and the OpenATS Extension, and what it never does with it.
- [Candidate consent and the status page](https://openats.ai/docs/privacy-and-data/consent-and-the-status-portal.md): What candidates agree to when they apply to an OpenATS careers page, and the private page where they follow their application and manage their data.
- [Handling a candidate’s request for their data](https://openats.ai/docs/privacy-and-data/candidate-access-requests.md): How a candidate asks OpenATS for their data, what’s prepared automatically, and how an admin reviews and releases the response.
- [How to erase a candidate](https://openats.ai/docs/privacy-and-data/erase-a-candidate.md): Erase a candidate from OpenATS under the right to erasure, and what stays in your reports.
- [Data retention](https://openats.ai/docs/privacy-and-data/data-retention.md): Set how long OpenATS keeps candidates after their applications are archived, and what happens when the time is up.
- [Exporting your data and the audit log](https://openats.ai/docs/privacy-and-data/export-and-audit-log.md): Download your whole OpenATS workspace, and see and export every action taken in it.

## Billing & plans

Plans, seats, AI actions and usage credits.

- [Plans, billing and seats](https://openats.ai/docs/billing/plans-and-billing.md): The ways to run OpenATS, how to choose a plan in Settings, how the trial works, and who holds a seat.
- [AI actions, the limit and usage credits](https://openats.ai/docs/billing/ai-actions-and-usage-credits.md): What counts as an AI action in OpenATS, what you’re told as the limit nears, what stops at 100%, and how usage credits, the monthly spend limit and Auto-reload work.

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